Energy Broker CRM
Powerful energy broker CRM for instant quotes, automatic contracts and customised reports
Energy broker CRM that compared energy prices and automated a significant chunk of administration workload.
Client Overview
A commercial energy broker supporting UK businesses approached PSP to design and develop a new CRM system to replace their existing web-based tool. The broker needed a comprehensive solution to manage client data, streamline internal processes and significantly reduce operational inefficiencies. The primary aim was to build a platform that would automate key administrative tasks, allowing the team to quickly find the best energy prices for their clients while minimising time spent on manual data handling.
Challenge
The client’s existing system had become cumbersome, time-consuming and costly to maintain. Manual processes and lack of integration resulted in high administrative overheads and inefficiencies. Recognising the need for a more streamlined approach, the client sought to digitise their operations and implement a solution that could automate data handling and improve productivity. The new CRM needed to be adaptable to the unique requirements of the energy brokerage industry, secure enough to handle sensitive client and supplier information and scalable to support future integrations.
Solution
PSP began by consulting closely with the client to fully understand their processes, pain points and operational goals. Based on these insights, PSP’s team created a comprehensive functional specification document outlining the exact requirements for the new CRM. The specification detailed the system architecture, workflow logic, data fields and integration points, providing a clear roadmap for development. After gaining approval from the client, PSP moved forward with the build phase.
We determined that our modular Vision CRM platform would be the ideal foundation for this project. Leveraging the flexibility of Vision CRM, PSP customised the system to meet the client’s specific needs, resulting in a bespoke, user-friendly solution tailored to the energy brokerage sector. The new CRM was designed to automate energy price comparisons, generate billing estimates and track commission details, while providing staff with a streamlined interface to update and manage client and supplier information securely.
Key features included automated price comparison tools that span multiple meter types, integrated billing calculations and pre-designed email templates to simplify communication. Additionally, PSP ensured that the CRM could accommodate future integration with web-based tools, aligning with the client’s long-term digital strategy.
Results
The implementation of the Vision Energy CRM transformed the client’s day-to-day operations, drastically reducing manual tasks and increasing overall efficiency. Automated workflows replaced time-intensive manual processes, enabling staff to complete price comparisons and send pricing updates to clients far more quickly. The intuitive interface and centralised data storage made it easy for employees to access and update records, leading to improved collaboration and customer service.
The new system now manages every aspect of the client’s business from a single platform, allowing them to accurately calculate energy usage, track invoices and maintain secure records of all client and supplier interactions. The transition also included seamless data migration, ensuring that historical data was preserved and accessible within the new CRM environment.
Conclusion
By partnering with PSP, the energy broker successfully transitioned from an inefficient, manual system to a modern, fully integrated CRM solution. The tailored Vision Energy CRM has not only streamlined their internal processes but also improved productivity, accuracy and client satisfaction. With automated workflows and a scalable platform in place, the client is now well-equipped to manage their operations more effectively and support future growth. This project highlights PSP’s ability to deliver customised CRM solutions that optimise operations and provide long-term value for industry-specific needs.
